Select Water Solutions to Release Q4 and Full Year 2025 Financial Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy WTTR?
Source: PRnewswire
- Earnings Release Schedule: Select Water Solutions will announce its Q4 and full-year 2025 financial results on February 17, 2026, after market close, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The earnings conference call is scheduled for February 18, 2026, at 11:00 a.m. Eastern Time, which is expected to attract significant attention from investors and analysts, thereby enhancing market confidence.
- Live Streaming and Replay: The call will be broadcast live over the internet, and investors unable to listen live can access a replay until March 4, ensuring widespread dissemination of information.
- Company Background: Select Water Solutions is a leading provider of sustainable water and chemical solutions to the energy sector, emphasizing environmental responsibility in water resource management, which highlights its significant position and growth potential in the industry.
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Analyst Views on WTTR
Wall Street analysts forecast WTTR stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 14.410
Low
12.00
Averages
14.67
High
18.00
Current: 14.410
Low
12.00
Averages
14.67
High
18.00
About WTTR
Select Water Solutions, Inc. is a provider of sustainable water and chemical solutions to the energy industry. The Company’s segments include Water Infrastructure, Water Services and Chemical Technologies. The Water Infrastructure segment consists of the Company’s fixed infrastructure assets, including operations associated with its water distribution pipeline infrastructure, its water recycling solutions, and its produced water pipeline gathering systems. The Water Services segment consists of the Company’s services businesses, including water sourcing, water transfer, flowback and well testing, fluids hauling, water monitoring, water containment and water network automation. The Chemical Technologies segment provides technical solutions, products and expertise related to chemical applications in the oil and gas industry. It develops, manufactures, manages logistics and provides a full suite of chemicals used in hydraulic fracturing, stimulation, and cementing.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Select Water Solutions Reports Record Q4 2025 Earnings and Growth Outlook
- Record Financial Performance: Select Water Solutions achieved $1.4 billion in consolidated revenue and $260 million in adjusted EBITDA for 2025, demonstrating significant operational and financial improvements that solidify its leadership in the water infrastructure market.
- Water Infrastructure Growth: Management projects a 20% to 25% year-over-year growth for the Water Infrastructure segment in 2026, aiming for this segment to account for over 60% of consolidated gross profit within the next 24 months, indicating a strategic focus on water resource management.
- Strong Chemical Technologies Performance: The Chemical Technologies segment reported a 19% year-over-year revenue growth in Q4 2025, reaching $87 million in quarterly revenue with a gross margin of 20%, reflecting increased demand and market share gains from new product enhancements.
- Strategic Investments and Partnerships: The company announced a strategic partnership for lithium extraction in the Haynesville and Permian regions, expected to begin contributing initial royalty revenues by early 2027, further enhancing profitability and market competitiveness.
See More
Select Water Solutions Launches $175 Million Public Offering
- Public Offering Initiated: Select Water Solutions has announced the commencement of a $175 million underwritten public offering of its Class A common stock, with an expected 30-day option for underwriters to purchase an additional $26.25 million in shares, indicating the company's proactive approach to capital markets.
- Clear Use of Proceeds: The company intends to utilize the net proceeds for general corporate purposes, including water infrastructure growth projects, potential acquisitions, or debt repayment under its sustainability-linked credit facility, reflecting its strategic focus on future development.
- Market Reaction: Following the announcement, WTTR's stock price fell 7.38% in after-hours trading to $13.17, indicating a cautious market response that may impact investor confidence regarding the offering.
- Growth Expectations: Select Water Solutions anticipates a 20%-25% growth in water infrastructure by 2026 while advancing lithium extraction partnerships, showcasing the company's strategic foresight in water resource management and emerging markets.
See More
Select Water Solutions Launches $175 Million Stock Offering
- Offering Size: Select Water Solutions has announced the commencement of a $175 million public offering of Class A common stock, utilizing an effective S-3 registration statement, indicating the company's proactive engagement with capital markets.
- Clear Use of Proceeds: The net proceeds from this offering will be allocated for general corporate purposes, including water infrastructure growth projects, potential acquisitions, or debt repayment under a sustainability-linked credit facility, highlighting the company's strategic focus on sustainability.
- Underwriter Arrangement: J.P. Morgan and BofA Securities are serving as lead underwriters for the offering, with an additional option to purchase $26.25 million of shares, which further bolsters market confidence in the offering.
- Market Risk Advisory: Although the company has filed the relevant registration statement, the offering is subject to market and other conditions, introducing uncertainties that remind investors to be aware of potential market volatility and risks.
See More
Select Water Solutions Upgraded to Outperform with $18 Target
- Optimistic Earnings Outlook: Despite a 2.4% drop in Select Water Solutions (WTTR) stock on Thursday, Northland upgraded its rating from Market Perform to Outperform, raising the price target from $12 to $18, reflecting the analyst's decisively bullish view on the company's Q4 results.
- Infrastructure Network Effect: Analyst Bobby Brooks noted that the network effect of Select Water Solutions' infrastructure segment is becoming evident, alongside strong growth in the chemicals segment, indicating enhanced competitiveness across multiple business areas.
- Future Growth Potential: Brooks sees 2026 as a catalyst-rich year for the company and anticipates that the ability to generate free cash flow will begin to materialize in 2027, following years of capital spending on infrastructure projects, showcasing long-term growth potential.
- Elevated Market Expectations: The analyst emphasized that combined with their high and achievable FY27 estimates, Select Water Solutions presents a compelling story that may attract more investor attention, despite the current stock price performance.
See More
Select Water WTTR Q4 2025 Earnings Call Transcript
See More
Select Energy Services Q4 Earnings Beat Expectations
- Earnings Highlights: Select Energy Services reported a Q4 GAAP EPS of $0.00, beating expectations by $0.01, indicating stability in profitability, while revenue of $346.5 million, down 0.7% year-over-year, still exceeded forecasts by $25.65 million, showcasing the company's competitive position in the market.
- Future Outlook: The company anticipates record-setting Adjusted EBITDA and consolidated margins by 2026, primarily driven by expanding growth opportunities in its Water Infrastructure segment, reflecting strong confidence in future development.
- Revenue Growth Expectations: Select Energy Services expects its Water Infrastructure segment to achieve a revenue increase of 20% to 25% year-over-year in 2026, which will significantly boost overall performance and highlight the company's strategic positioning in this sector.
- Project Progress: With several projects already under construction and recent awards, the Water Infrastructure segment of Select Energy Services is set to further solidify its market position, driving sustained growth for the company in the coming years.
See More
Select Water Solutions Reports Record Q4 2025 Earnings and Growth Outlook
- Record Financial Performance: Select Water Solutions achieved $1.4 billion in consolidated revenue and $260 million in adjusted EBITDA for 2025, demonstrating significant operational and financial improvements that solidify its leadership in the water infrastructure market.
- Water Infrastructure Growth: Management projects a 20% to 25% year-over-year growth for the Water Infrastructure segment in 2026, aiming for this segment to account for over 60% of consolidated gross profit within the next 24 months, indicating a strategic focus on water resource management.
- Strong Chemical Technologies Performance: The Chemical Technologies segment reported a 19% year-over-year revenue growth in Q4 2025, reaching $87 million in quarterly revenue with a gross margin of 20%, reflecting increased demand and market share gains from new product enhancements.
- Strategic Investments and Partnerships: The company announced a strategic partnership for lithium extraction in the Haynesville and Permian regions, expected to begin contributing initial royalty revenues by early 2027, further enhancing profitability and market competitiveness.
See More
Select Water Solutions Launches $175 Million Public Offering
- Public Offering Initiated: Select Water Solutions has announced the commencement of a $175 million underwritten public offering of its Class A common stock, with an expected 30-day option for underwriters to purchase an additional $26.25 million in shares, indicating the company's proactive approach to capital markets.
- Clear Use of Proceeds: The company intends to utilize the net proceeds for general corporate purposes, including water infrastructure growth projects, potential acquisitions, or debt repayment under its sustainability-linked credit facility, reflecting its strategic focus on future development.
- Market Reaction: Following the announcement, WTTR's stock price fell 7.38% in after-hours trading to $13.17, indicating a cautious market response that may impact investor confidence regarding the offering.
- Growth Expectations: Select Water Solutions anticipates a 20%-25% growth in water infrastructure by 2026 while advancing lithium extraction partnerships, showcasing the company's strategic foresight in water resource management and emerging markets.
See More
Select Water Solutions Launches $175 Million Stock Offering
- Offering Size: Select Water Solutions has announced the commencement of a $175 million public offering of Class A common stock, utilizing an effective S-3 registration statement, indicating the company's proactive engagement with capital markets.
- Clear Use of Proceeds: The net proceeds from this offering will be allocated for general corporate purposes, including water infrastructure growth projects, potential acquisitions, or debt repayment under a sustainability-linked credit facility, highlighting the company's strategic focus on sustainability.
- Underwriter Arrangement: J.P. Morgan and BofA Securities are serving as lead underwriters for the offering, with an additional option to purchase $26.25 million of shares, which further bolsters market confidence in the offering.
- Market Risk Advisory: Although the company has filed the relevant registration statement, the offering is subject to market and other conditions, introducing uncertainties that remind investors to be aware of potential market volatility and risks.
See More
Select Water Solutions Upgraded to Outperform with $18 Target
- Optimistic Earnings Outlook: Despite a 2.4% drop in Select Water Solutions (WTTR) stock on Thursday, Northland upgraded its rating from Market Perform to Outperform, raising the price target from $12 to $18, reflecting the analyst's decisively bullish view on the company's Q4 results.
- Infrastructure Network Effect: Analyst Bobby Brooks noted that the network effect of Select Water Solutions' infrastructure segment is becoming evident, alongside strong growth in the chemicals segment, indicating enhanced competitiveness across multiple business areas.
- Future Growth Potential: Brooks sees 2026 as a catalyst-rich year for the company and anticipates that the ability to generate free cash flow will begin to materialize in 2027, following years of capital spending on infrastructure projects, showcasing long-term growth potential.
- Elevated Market Expectations: The analyst emphasized that combined with their high and achievable FY27 estimates, Select Water Solutions presents a compelling story that may attract more investor attention, despite the current stock price performance.
See More
Select Water WTTR Q4 2025 Earnings Call Transcript
See More
Select Energy Services Q4 Earnings Beat Expectations
- Earnings Highlights: Select Energy Services reported a Q4 GAAP EPS of $0.00, beating expectations by $0.01, indicating stability in profitability, while revenue of $346.5 million, down 0.7% year-over-year, still exceeded forecasts by $25.65 million, showcasing the company's competitive position in the market.
- Future Outlook: The company anticipates record-setting Adjusted EBITDA and consolidated margins by 2026, primarily driven by expanding growth opportunities in its Water Infrastructure segment, reflecting strong confidence in future development.
- Revenue Growth Expectations: Select Energy Services expects its Water Infrastructure segment to achieve a revenue increase of 20% to 25% year-over-year in 2026, which will significantly boost overall performance and highlight the company's strategic positioning in this sector.
- Project Progress: With several projects already under construction and recent awards, the Water Infrastructure segment of Select Energy Services is set to further solidify its market position, driving sustained growth for the company in the coming years.
See More
